Remote Senior Tax Advisory Manager

Smeed CPA, Inc.; United States; Remote; USD 90,000 - 110,000; Full time

Job summary

SMEED CPA, Inc. is a Virtual Family Office CPA practice delivering tax advisory and wealth-building services to entrepreneurs nationwide, all serviced virtually.

We seek a Senior Tax Advisor to lead planning conversations and own client relationships remotely in the United States. You will review returns (1040, 1120S, 1065, 1120, 990, 1041) about 30–40% of your time, provide advisory insights, and work with a partner.

Qualifications

• Active CPA license in good standing — any US state.
• 5+ years of tax experience, spanning both technical review and advisory work.
• Bachelor’s degree in Accounting or a related field.
• Strong hands-on experience preparing and/or reviewing complex 1040, 1120S, and 1065 returns, including multi-state filings.
• Working exposure to 1120, 1041, and 990 returns.
• Deep working knowledge in at least two of: real estate taxation, business structuring and entity choice, estate and wealth-transfer planning, retirement and Roth strategies, or other advanced tax mitigation strategies.
• Demonstrated ability to own client relationships independently.
• Experience with cloud-based tax and practice technology — we work in Instead and TaxDome.

Responsibilities

• Lead tax planning conversations for a curated roster of entrepreneurial clients across real estate, business structuring, high-income professionals, and estate/wealth transfer.
• Spend roughly 30–40% of your time reviewing a variety of tax returns — including 1040, 1120S, 1065, 1120, 990, and 1041 — ensuring accuracy, quality, and alignment with each client’s broader strategy.
• Use tax return review as a lens for advisory insight — spotting planning opportunities, not just checking for errors.
• Build and maintain deep, ongoing relationships — you’re a thought partner, not a processor. Owning a client relationship here means trust, retention, and spotting the next planning opportunity — there is no sales quota in this role.
• You report directly to a partner — there are no layers between you, the partners, and your clients.
• Run a year-round advisory calendar for your roster: recurring planning conversations, quarterly projections and estimates, and follow-through until each strategy is actually implemented.
• Prepare projections and estimates, carry out tax research, and turn your conclusions into clear, plain-English summaries clients can act on.
• Handle IRS and state tax notices for your clients, with partner support on anything contentious.
• Raise the whole team as you review: clear, constructive review notes that coach preparers and lift quality across the practice.
• Leverage modern tax and workflow technology to work efficiently and keep the client experience seamless. Our tax work runs on Instead, with client collaboration and workflow in TaxDome.

Skills

5+ years tax experience

CPA license in good standing

Education

Bachelor’s degree in Accounting

Tools

Instead

TaxDome

Job description

SMEED CPA, Inc. is a Virtual Family Office CPA practice delivering tax advisory and wealth-building services to entrepreneurs nationwide, all serviced virtually.

We seek a Senior Tax Advisor to lead planning conversations and own client relationships remotely in the United States. You will review returns (1040, 1120S, 1065, 1120, 990, 1041) about 30–40% of your time, provide advisory insights, and work with a partner.